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Clearstead Advisors’s InnovAge Holding INNV Stock Holding History

Clearstead Advisors’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84 Buy
+7
New +$57 ﹤0.01% 3395
2025
Q4 		– Sell
-26
Closed -$135 – 3001
2025
Q3 		$135 Buy
+26
New +$105 ﹤0.01% 2901

Other funds holding INNV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Clearstead Advisors's INNV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in InnovAge Holding (INNV) in Q2 2026: 7 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #3395 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in INNV as recently as Q3 2025.

Clearstead Advisors first reported a position in INNV in Q3 2025 and has held it in 2 quarters since. The position peaked at $135 in Q3 2025. 35 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Clearstead Advisors held 7 shares of InnovAge Holding worth $84 as of Q2 2026.
  • InnovAge Holding was a new Clearstead Advisors position in Q2 2026.
  • InnovAge Holding made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3395 holding.
  • Clearstead Advisors first reported a position in InnovAge Holding in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's InnovAge Holding position peaked at $135 in Q3 2025.
  • 35 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.